Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo? Claim Your ProfileJo Ann Walk is a registered investment advisor representative with State Farm Investment Management Corp. Jo Ann has been in the financial services industry since 2003 and holds the Series 6, Series 63, and Series 65 licenses. Jo Ann specializes in providing portfolio management for individuals and investment companies. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. In addition to her work with State Farm Investment Management Corp., Jo Ann also owns and operates Jo Ann Walk Insurance Agency. Jo Ann is a member of the North Central CT Chamber of Commerce.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CT
09/17/2024 - Present
State Farm Investment Management Corp. (ENFIELD CT)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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